Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hilbig is a financial advisor with LPL Financial LLC and has been in the industry since August 2003. David has a Series 66 license, a Series 24 license, and is a Certified Financial Planner. David is currently registered in Alabama, Florida, Georgia, Illinois, Louisiana, Missouri, North Dakota, Ohio, Pennsylvania, Texas, and Virginia. David is also an Investment Advisor Representative in Illinois and Texas. David is a financial advisor working at a large firm with multiple locations in the United States. The firm provides portfolio management for both businesses and individuals. In addition to traditional financial services, David offers consulting and other non-discretionary advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
05/06/2024 - Present
LPL Financial LLC (Spring TX)
TX
08/11/2003 - 05/21/2024
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
BOTH
Issued 10/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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